LATEST FINANCIAL NEWS
Market Outlook 2017
January 2017 - Heading into the New Year, we are mindful of market milestones that have come together to influence the investment landscape: a new president and administration, the stabilization of oil prices, and the end of an earnings recession. Being prepared for 2017 is about gauging these and other milestones, understanding their significance, and responding without overreacting. ... As we tackle the investment environment together, we are excited to introduce our LPL Research Outlook 2017: Gauging Market Milestones, with financial market forecasts, economic insights, and investment guidance for the year ahead.
RECENT EVENT PHOTOS
Charitable Giving as Part of
Your Financial Planning
Jon Dewar and the RetirementGeeks are passionate about giving back and supporting the local community. When we meet with a client about their retirement planning the subject of charitable giving often comes up in conversation. Depending on a client’s situation we often recommend some form of charitable giving whether giving to a local non-profit or their place of worship.
Over the past few months RetirementGeeks have had the pleasure of donating to multiple charitable organizations including Junior Achievement, Girls on the Run, Community Music School and Community Workforce Solutions.
ABOUT LPL FINANCIAL
Our broker-dealer "LPL Financial," through which we provide comprehensive and independent investment options for clients and through which we do "Wealth Management & Planning," gives us the tools needed to geek out on your retirement planning. Read More ...
Watch the video below to learn more about LPL Financial